Talent.com
FindCore
Wealth Management AdministratorFindCore • Leeds, West Yorkshire, UK
Wealth Management Administrator

Wealth Management Administrator

FindCore • Leeds, West Yorkshire, UK
22 days ago
Salary
£28,000.00 yearly
Job type
  • Permanent
Job description

FindCore are thrilled to be assisting an established independent wealth management firm with the recruitment of a Wealth Management Administrator.

The company is based in central Leeds and provides bespoke wealth-management and financial-planning services to private clients. It has operated since 2004 and focuses on building long-term client relationships through independent, tailored advice.

Permanent position. This role will initially be office-based during the training period, with hybrid working available once the successful candidate is fully trained.

Salary

Fully negotiable, depending on experience and capabilities + discretionary bonus + private medical insurance + additional benefits

Key Responsibilities
  • Provide administrative support to the Client Service Directors and wider wealth-management team.
  • Prepare and pre-complete client application forms.
  • Produce cost and charges disclosure documents.
  • Obtain provider illustrations and supporting product information.
  • Prepare factsheets, Key Investor Information Documents and other pre-advice paperwork.
  • Submit new business applications and investment trades through investment platforms and life companies.
  • Ensure all applications and trades are completed accurately and within the required deadlines.
  • Maintain accurate transaction records to support valuation reconciliation.
  • ...
Create a job alert for this search

Wealth Management Administrator • Leeds, West Yorkshire, UK

Similar jobs

Total Loss Administrator

FMGHuddersfield, England, GB
Full-time

We are excited you have visited our Careers page.We are seeking talented individuals that are excellent in their field of expertise and are posed with all potential and skills necessary to help us ... Show more

 • Promoted

Employment Specialist

edtLeeds, England, GB
Full-time +1

Employment Specialist - Expression of Interest.Location: Leeds - this is a hybrid role with regular travel to sites across the Leeds area.This is a full-time permanent role (37 hours per week) comm... Show more

 • Promoted

Team Leader, Financial Services Administration

AMG SearchLeeds, England, GB
Full-time

Team Leader — Account Administration | Leeds (Hybrid).Salary: Up to £48,000 + Benefits.AMG Search is delighted to be working with a leading, well-established wealth management firm to recruit a Tea... Show more

 • Promoted

Paraplanner / Administrator

Lime Search & Select LtdLeeds, England, GB
Full-time

My client is a fully independent whole of market IFA firm based in the North Leeds area, providing locally based individuals, HNW clients, and businesses with sound Financial Planning services and ... Show more

 • Promoted

Senior Management Accountant

CAMPBELL GROVE TALENT LTDHarrogate, ENG, GB
Part-time

Senior Management Accountant (Part-Time).Harrogate | c£50,000 - £60,000 pro rata | 3 days / hybrid / onsite parking.Professional Services business in Harrogate who are looking to recrui... Show more

 • Promoted

Head of Toxicology

Lhasa LimitedLeeds, England, GB
Full-time

People and Culture Administrator at Lhasa Limited.From £80,000 plus generous benefits package, including:.Discounted gym and retail benefits.Lhasa Limited, Granary Wharf House, 2 Canal Wharf, Leeds... Show more

 • Promoted

Relationship Management

HSBCLeeds, England, GB
Full-time

Relationship Manager – Business Banking.As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package.This includ... Show more

 • Promoted

Employment Solicitor

G2 Legal LimitedMoortown, England, GB
Full-time

Employment Solicitor/Legal Executive.Hybrid – 3 days in the office/2 days working from home.An opportunity has arisen for an experienced Employment Solicitor (5+ years PQE) looking for a new career... Show more

 • Promoted

HR Administrator Placement Programme No Experience Needed

IT Online LearningLeeds, ENG, GB
Full-time

HR Administrator Placement Programme No experience neededFrom £30,000 to £50,000 per annumTrainee HR Administrator £30,000£50,000 Job ProgrammeThis is a self-funded programm... Show more

 • Promoted

Visionary Charity CEO | Hybrid, Impact-Driven Leadership

Charity HorizonsHarrogate, England, GB
Full-time

A community-focused charity located in Harrogate is seeking a new CEO to lead strategic management and inspire community impact.The ideal candidate will have a strong record in senior leadership, f... Show more

 • Promoted

Senior Property Finance & Conveyancing Consultant

PEXALeeds, England, GB
Full-time

A leading property transaction company is seeking a Business Consultant in Leeds to support customers in mortgage lending and conveyancing.The ideal candidate will have over 10 years of experience ... Show more

 • Promoted

Total Loss Administrator

ZIGUP plcHuddersfield, England, GB
Full-time

We are excited you have visited our Careers page.We are seeking talented individuals that are excellent in their field of expertise and are posed with all potential and skills necessary to help us ... Show more

 • Promoted

Senior Insolvency Administrator: Lead Caseload & Mentor

Levitate RecruitmentLeeds, England, GB
Full-time

A specialist insolvency firm in Yorkshire seeks a Senior Insolvency Administrator to manage a diverse caseload of insolvency cases.The candidate will be responsible for acting as the main contact f... Show more

 • Promoted

Employer Engagement Worker

Bid ServicesLeeds, England, GB
Full-time +1

We are seeking a full time Employer Engagement Worker to join our Leeds Sensory Service.To identify and engage with key stakeholders including employers, DWP Job Centre Plus and training providers ... Show more

 • Promoted

Leeds Property Management Lead - Scale & Develop Teams

TSA Surveying LtdLeeds, England, GB
Full-time

TSA Surveying Ltd is hiring a Head of Property Management for their Leeds office.This pivotal role involves leading a large property management team and ensuring high standards in service delivery.... Show more

 • Promoted

Senior Biodiversity Net Gain Consultant

ERMHarrogate, England, GB
Full-time

Senior Biodiversity Net Gain Consultant role at ERM.Location: Hybrid from any of our 16 UK offices.This role is primarily desk-based and involves supporting our wider UK team in delivering BNG asse... Show more

 • Promoted

Wealth Consultant

IsioLeeds, England, GB
Full-time

HNW) individuals? We are expanding and want you to be a part of our journey as an industry-recognized leader in Wealth Advisory services.We’re looking for an experienced Chartered Financial Planner... Show more

 • Promoted

Education Compliance Administrator | Training & Commission

Prospero GroupMorley, England, GB
Full-time

Prospero Teaching is seeking a Compliance Administrator to join our busy compliance team in the education sector.You will ensure candidates meet regulatory and internal requirements and support a s... Show more

 • Promoted

Property Management Coordinator — Commercial Portfolio

PlaceyorkshireLeeds, England, GB
Full-time

Placeyorkshire, a FTSE 100 Property Company, is looking for a Property Administrator to join their Commercial Property team in Leeds.The successful candidate will manage various property tasks, inc... Show more

 • Promoted

Head of Finance - Insurance (Leeds)

EdenbrookLeeds, England, GB
Full-time +1

This range is provided by Edenbrook.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct message the job poster from Edenbrook.We are working ... Show more